AIM

Advyzon Investment Management Portfolio holdings

AUM $452M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.4M
3
+$11.9M
4
STXV icon
Strive 1000 Value ETF
STXV
+$11.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Financials 3.39%
3 Communication Services 2.69%
4 Consumer Discretionary 2.45%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.73%
+3,505
27
$1.82M 0.7%
+37,717
28
$1.68M 0.65%
+28,177
29
$1.68M 0.65%
+18,602
30
$1.65M 0.64%
+42,004
31
$1.63M 0.63%
+11,826
32
$1.52M 0.59%
+14,247
33
$1.31M 0.5%
+25,178
34
$1.24M 0.48%
+14,529
35
$1.22M 0.47%
+54,742
36
$1.22M 0.47%
+15,479
37
$1.2M 0.46%
+38,406
38
$1.19M 0.46%
+33,957
39
$1.17M 0.45%
+22,473
40
$1.14M 0.44%
+4,900
41
$1.12M 0.43%
+12,132
42
$1.1M 0.43%
+4,598
43
$1.1M 0.43%
+6,572
44
$1.1M 0.42%
+21,868
45
$1.07M 0.41%
+5,636
46
$1.07M 0.41%
+13,822
47
$1.01M 0.39%
+12,371
48
$1.01M 0.39%
+32,457
49
$1.01M 0.39%
+38,180
50
$994K 0.38%
+1,965
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2
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